FSEPX Mutual Fund Analysis & Holdings | MarketXLS

FSEPX Mutual Fund

NAV$17.42

AUM$584,792.53

TER1.40%

Holdings89

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FSEPX Mutual Fund

NAV$17.42

Fidelity Advisor Sustainable US Equity Fund Class M

AUM$584,792.53

TER1.40%

Holdings89

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare FSEPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSEPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSEPX Mutual Fund Overlap Analysis

FSEPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FSEPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, FSEPX may share significant positions with broad-market funds.

FSEPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSEPX tax-loss harvesting finds highly correlated but non-identical funds.